Mifos X Strategic Positioning and Market Adoption …summit.openmf.org/Mifos-Summit-Agenda.pdfMifos X Training: Getting to know the Basics Board Room 1 This is a session geared towards

Day 1 - October 227:00 - 9:00: Registration & Breakfast Zodiac Room

9:00 - 10:00: Keynote & Opening Remarks Solitaire RoomWelcome and introduction from the organizers and local host of our 2013 Mifos Summit followed byopening keynote from a global financial inclusion leader.Speakers:

Amit Jain - Executive Director, Digamber FinanceEdward Cable - Director of Community Programs, Mifos InitiativeCraig Chelius - Executive Director, Mifos InitiativeMahesh Kumar - Deputy General Manager, State Bank of India

10:00 - 11:00: Mifos Year In Review Solitaire Room2013 has been a monumental year for the Mifos community - with the launch of the Mifos X platform,the growth of our volunteer community, and the solidification of our non-profit and board ofdirectors guiding the community. We'll walk you through our journey and set the stage for the yearsto come.Speakers:

Edward Cable, Craig Chelius, Vishwas Babu

11:00 - 11:45: Morning Tea/Coffee & Group Introductions Solitaire RoomDuring the morning break, we'll take a shot at ice-breaking session to loosen up, help everyone meeteach other, and build the bonds of community before we start a busy week.

11:45 - 1:30: Mifos X Demo Solitaire RoomFor the first time ever, Vishwas Babu and Nayan Ambali will walk us through the brand new userinterface built on top of the Mifos X platform.Speakers:

Vishwas Babu - Lead Mifos X Developer, Conflux TechnologiesNayan Ambali - Senior Mifos X Developer, Conflux Technologies

1:30 - 2:30: Lunch Solitaire Room

2:30 - 3:30: Mifos X Case Study: Musoni's mLite Solitaire RoomSeeking to replicate their best-practice microfinance model worldwide, Musoni sought out a cost-effective platform in which to build their solution. They selected Mifos X and in just over two months,built their entire PHP-based mLite web application through the Mifos X API. Sander van der Heydenfrom Musoni BV will walk us through why they chose Mifos X, his experiences building through theAPI, and their plans going forward to distribute mLite and contribute back to the core Mifos Xplatform.Speaker:

Sander van der Heyden - System Architect, Musoni BV

3:30 - 3:45: Afternoon Coffee & Tea Solitaire Room

3:45 - 5:00: Training Sessions Round 1Mifos X Technical Overview and API Walkthrough Solitaire Room AAll of our technical contributors and developers will break out into a separate session to go throughthe entire platform from the back-end with detailed look at all its components and the API. Please tryto come prepared with a live development environment set up.Speakers: Vishwas Babu, Pramod Nutthaki




10:00 - 11:00: Mifos Year In Review Solitaire Room2013 has been a monumental year for the Mifos community - with the launch of the Mifos X platform,the growth of our volunteer community, and the solidification of our non-profit and board ofdirectors guiding the community. We'll walk you through our journey and set the stage for the yearsto come.Speakers:

Edward Cable, Craig Chelius, Vishwas Babu

11:00 - 11:45: Morning Tea/Coffee & Group Introductions Solitaire RoomDuring the morning break, we'll take a shot at ice-breaking session to loosen up, help everyone meeteach other, and build the bonds of community before we start a busy week.

11:45 - 1:30: Mifos X Demo Solitaire RoomFor the first time ever, Vishwas Babu and Nayan Ambali will walk us through the brand new userinterface built on top of the Mifos X platform.Speakers:

Vishwas Babu - Lead Mifos X Developer, Conflux TechnologiesNayan Ambali - Senior Mifos X Developer, Conflux Technologies

1:30 - 2:30: Lunch Solitaire Room

2:30 - 3:30: Mifos X Case Study: Musoni's mLite Solitaire RoomSeeking to replicate their best-practice microfinance model worldwide, Musoni sought out a cost-effective platform in which to build their solution. They selected Mifos X and in just over two months,built their entire PHP-based mLite web application through the Mifos X API. Sander van der Heydenfrom Musoni BV will walk us through why they chose Mifos X, his experiences building through theAPI, and their plans going forward to distribute mLite and contribute back to the core Mifos Xplatform.Speaker:

Sander van der Heyden - System Architect, Musoni BV

3:30 - 3:45: Afternoon Coffee & Tea Solitaire Room

3:45 - 5:00: Training Sessions Round 1Mifos X Technical Overview and API Walkthrough Solitaire Room AAll of our technical contributors and developers will break out into a separate session to go throughthe entire platform from the back-end with detailed look at all its components and the API. Please tryto come prepared with a live development environment set up.Speakers: Vishwas Babu, Pramod Nutthaki




10:00 - 11:00: Mifos Year In Review Solitaire Room2013 has been a monumental year for the Mifos community -

Mifos X Strategic Positioning and Market Adoption Strategy Solitaire Room BThis session is targeted towards Specialists who are seeking to build a business providing services foror on top of the Mifos X platform as well as Financial Inclusion leadership looking to understand theforward-looking strategy for our initiative.

We'll present the core positioning for the Mifos X platform as an open platform for financial inclusion,and our revised go-to market strategy for distributing and extending Mifos through our ecosystem ofMifos Specialists and network of local chapters.Speakers:

Craig Chelius, Ed CableSteve Thomson - Financial Services Advisor, Mifos Initiative

Mifos X Training: Getting to know the Basics Board Room 1This is a session geared towards first-time implementers and users of Mifos looking for training tounderstand the basics of the functionality behind Mifos X and configuring the platform initially.Speakers:

Ashok Auty - Senior Mifos X Developer - Conflux Technologies

5:00 - 6:00: Expert Sessions Round 1Hands on with the API: Building a new Application Solitaire Room AContinuing from the session earlier in the day, we'll do a continued exploration of the API from theperspective of building your own new application. Vishwas will lead and Sander will shareexperiences. You should leave this session with a working prototype app.Speakers:

Vishwas Babu, Pramod Nutthaki, Nayan Ambali

Introduction to the PPI and SPM Board Room 1Gaurav Singh from Grameen Foundation will lead this introductory session on best practices for SocialPerformance Management with a focus on the Progress out of Poverty Index (PPITM)Speaker:

Gaurav Singh - Program Manager, Grameen Foundation India

Supporting Technology from Within: Managing an Internal Mifos Helpdesk (panel) Solitaire Room BManaging and maintaining Mifos and the other IT systems across a microfinance institutions is acritical role that requires strong technical, operational, and managerial skills. Joining us on this panelare several IT managers representing MFIs of all sizes and geographies. They'll share firsthand the tipsand tricks in keeping Mifos and other systems running smoothly while ensuring all staff have the toolsthey need, from management down to each loan officer in the field.Panelists:

Pradeep Panda - Former IT Manager, AdhikarPraveen Kumar - IT Manager, Grameen KootaPatrick Asare-Frimpong - Head of IT, Women's World Banking GhanaPolly Gikonyo - ICT Manager, Jitegemea Advisory ServicesSemba Funda - IT Manager, Kongalend Financial Services

Moderator:TBD

7:30 - 9:00 Dinner Solitaire Room












Moderator:TBD













Moderator:TBD


Day 2 - October 237:30 - 8:30: Breakfast Zodiac Room

8:30 - 9:15: Community Case StudiesEvolution: Charting Grameen Koota's Technology Roadmap Solitaire Room AArun Kumar who oversees all of Grameen Koota's operations will detail the upcoming technologyadvancements Grameen Koota has planned as they continue their growth and expansion intobroader financial services across India.Speaker:

Arun Kumar - General Manger, Grameen Koota

Client Protection Principles Training Part I Board Room 1The Smart Campaign embodies a set of core principles for the treatment of microfinance clients -the minimum standards that clients should expect to receive when doing business with amicrofinance institution.

The principles at the heart of Smart Microfinance are: 1) Appropriate product design and delivery,2) Prevention of over-indebtedness, 3) Transparency, 4) Responsible pricing, 5) Fair and respectfultreatment of clients, 6) Privacy of client data, and 7) Mechanisms for complaint resolution

Aditya Mohan will provide an introduction to the Smart Campaign and lead a condensed trainingof the seven client protection principles. This training will conclude on Day 4 with a final in-depthsession led by Hema BansalSpeaker:

Aditya Mohan - Project Analysit, Smart Campaign

Practical Problems in the Field Solitaire Room BWith more than two decades of financial services experience and nearly five years of using Mifos,Amit Jain is going to share with us practical problems he's faced in the field and lead you in theexploration of how we can use technology to solve them.Speaker:

Amit Jain

9:15 - 10:45 Training Sessions Round 2Agile 101 Solitaire Room AToday’s business environment has become highly dynamic. The pace of change in markets,customer needs, products, technology etc. is mind boggling. For many businesses, IT has becomethe most critical enabler. In such a context, traditional software development has not been livingup to expectation of all stakeholders, especially business stakeholders.

Agile methodology is fast gaining prominence as it believes in embracing change, and incollaborating closely and continuously with the business.

This talk aims to create basic level awareness of Agile, including an overview of the values,principles and practices. The talk will also aim to bring out the key differences between traditionalsoftware development methodologies and Agile, and will also highlight the key benefits of Agile.Speaker:

Sunil Mundra, Principal Consultant at ThoughtWorks









Amit Jain













Amit Jain





Client Protection Principles Training Part II Board Room 1Continuation of the morning training session on the seven client protection principles.Speakers

Aditya Mohan

Selling Open Source: Dispelling the Myths about Open Source Solitaire Room BFrom both our existing user of the Mifos software and the prospective customers of ourSpecialists, we hear that open source is negatively perceived and is often undersold and evenhidden as an aspect of Mifos. Open source is in fact one of the key differentiators for our platformand the community so we must reverse this perception.

Historically, there have been a number of open source myths that have been circulated around.These myths have easily been disproven in the formal financial services sector, enterprisetechnology, and even within our community. In this session, we'll dispel the most common opensource myths and supply you with the facts and positioning to educate the marketplace and sellopen source as one of the key advantages of the Mifos X platform.Speakers:

Ed Cable, Craig Chelius, and Steve Thomson

10:45 - 11:00: Group Photo

11:00 - 11:15: Morning Coffee & Tea

11:15 - 12:30: Exploratory Session Breakout #1During our exploratory sessions we breakout into 4 sub-groups - each group will be facilitated by asubject matter expert who will lead the brainstorming and discussion around the chosen topic.Most sessions will focus on brainstorming product/platform needs while others will help us discoverbetter ways to grow the community.

By the end of each session, we aim to have a thorough and clear picture of the customer needs anda forward-looking view into how the roadmap for the Mifos X platform must support theserequirements.

Appstore & Ecosystem Development Solitaire Room AFor the first time in the history of the Mifos community, we have a true platform to develop upon.With a robust API exposing the full suite of back-end services, unparalleled extensibility is at ourfingertips. Over the coming years, we aim to develop a thriving ecosystem of Specialists andDevelopers building and distributing apps across the Mifos X platform. This session will explore theapps, services, products, and delivery models that the platform can enable. We will also discussthe development toolkits and enabling environment needed to develop these apps as well as theinfrastructure and marketplace to promote these solutions.Facilitators:

Steve Thomson, Gurpreet Luthra

Community-Driven Roadmap: Agilely Building a Global Platform Solitaire Room BGunjan Shukla, General Manager at ThoughtWorks Pune, brings her expert knowledge of AgileDevelopment processes to help lead us in building a community-driven process to formulate theproduct roadmap for Mifos X. She will explore how we can curate incoming feature requests,visualize feature backlogs, and create a user-driven roadmap that is prioritized and representativeof the needs of our global user base.Facilitator: Gunjan Shukla - General Manager, ThoughtWorks


Aditya Mohan




10:45 - 11:00: Group Photo








Aditya Mohan




10:45 - 11:00: Group Photo







Social Performance Management Board Room 2In this session, we'll explore the various social performance metrics, scorecards, and approachesyou're currently using to measure and analyze impact of your programs. From there, we'll discusshow we can capture and visualize these within Mifos X along with prioritization of when toimplement.Facilitator:

Gaurav Singh

Business Intelligence: Getting the Reports and Insight to Achieve your Mission Board Room 1Timely access to financial, operational, and social reports is a must for both internal and externalaudiences. This exploratory session will seek to understand where the Mifos X platform must go toachieve both simple user-configurable reports for the end user all the way to sophisticated dataanalysis for management.Facilitator:

Craig Chelius

12:30 - 1:30: Exploratory Session Breakout #2Mobile Banking & Payment Systems Solitaire Room AUndoubtedly mobile technology already is and will dramatically transform how financial inclusionis brought to the poor. With the extensibility of our Mifos X platform, the community is well-positioned to ride the mobile trend through the design of new mobile financial services, deliveryvia brand new channels and more in-depth relationships between clients and their financiallivelihoods. During this session, we'll explore the many dimensions in which our platform can growvia mobile phones/tablets including

Mobile Field and Data Collection Tools Mobile Payments and Transfer Gateways Mobile Financial Service SMS-based services

Facilitator:Sander van der Heyden

Leveraging Volunteers/Community Collaboration & Support Solitaire Room BOur global community is a fundamental and definitive component of the Mifos Initiative.Collectively on our MIfos X platform, there are no barriers to collaboration and support. The worldtruly is flat we can transcend time zones to

This session will explore how we can better grow and catalyze volunteer contributions byconnecting volunteers across the world with users and implementers of our software directlyserving the poor. We'll also explore the collaboration and communication tools we can deploy toimprove online peer support and knowledge sharing.Facilitator: Ed Cable

Client Data Transparency Board Room 1At the heart of responsible financial inclusion is knowing your customer and creating a deeprelationship with them so you can offer them the appropriate mix of financial services for theirsituation. This session will explore both the data and information you need to collect from yourcustomers at any stage of the client lifecycle as well as your processes you use to collect the dataand the tools we'll need to build to capture and analyze that data.Facilitator: Aditya Mohan


Gaurav Singh


Craig Chelius








Gaurav Singh


Craig Chelius







MFI Funding Sources: Enabling more efficient and effective capital Board Room 2This session will explore the various ways MFI bring on capital to on-lend. We'll discuss howtechnology can make capital flow more efficiently into and throughout your organization. Possibletopics to explore include

Better reporting and transparency to donors Online and peer to peer lending Mobilizing deposits. Targeting of social investors Better liquidity and cash management

Facilitator: Arun Kumar

1:30 - 2:30: Lunch Solitaire RoomYou'll have the option of signing up to give a 5 minute lightning talks on a topic of your choosing.

2:30 - 3:30: Financial Inclusion Center of Excellence Report Solitaire RoomThis past year, volunteer advisor, Steve Thomson, has created an industry-wide tech force to helpus chart out the evolution of the Mifos X platform to more broadly support formal and informalfinancial services. He'll present the initial recommendations and findings of this group as theyexplore how to make Mifos X an accessible platform that scales to support more formallyregulated financial inclusion providers.

3:30 Expo Hall opens Solitaire Room

3:30 - 4:30: Rural Financial Inclusion - can technology help traverse the last mile? Board Room 1We'll be joined by a number of practitioners with extensive experience providing financial inclusionand other livelihood services to rural populations. During this panel discussion they'll share theprogress of their initiatives, expand on the challenges of serving this market, and discuss the waysin which technology can help them better reach the most vulnerable populations in need.Panelists:

Chris Isele - Community Economic Development Manager, Nuru InternationalMartin Alfa - IDE GhanaPauline Kamwe Chin'ambu - Volunteer Rural Community Support Officer, SARAF

3:30 - 6:30 Expo HallSeveral of our Specialists and solution providers will be hosting booths to promote and exhibit theirservices. Apart from our Speedgeeking sessions, this is also a great time to network and find yoursupport partner to help with Mifos X or another service or solution

4:30 - 6:00 Speedgeeking SessionsThink Speed dating for technology! You'll get to rotate between three 30 minute demos of some ofthe most innovative technology solutions being developed for the financial inclusion space. Don'tmiss out on the chance to Speedgeek with:

mLitemLite is one of the first application built by a community member on top of the Mifos X platform.Having launched the world's first "cashless" microfinance institution at Musoni Kenya, Musoni waslooking to scale and replicate that innovative process model worldwide. On top of the Mifos Xplatform through the API, they built a front-end PHP-based web interface with dashboards, customreporting, a custom user interfaced and carefully streamlined workflows along with M-Pesaintegration.























QMobileQMobile is a cross-platform HTML-5 web application that can be run on any mobile or tabletdevice. Designed by Quipu technologies, it provides an offline data sync with Mifos along withrobust capabilities for capturing data in the field, recording socio-economic surveys andscorecards, distributing online education, and sending business alerts and notifications to staff. It isat the forefront of Quipu and Fundación I y C's Qloud Inclusion suite of solutions and services forsocial and economic inclusion.

InVentureInVenture’s product offering is best viewed as a suite of three different pieces working in concert:the mobile tool, database and related algorithm, and web dashboards. The mobile tool, InSight,works via SMS and voice to help individuals and businesses that are part of the informal economyperform daily accounting and cash management offline. The database categorizes and sends thisdata to the dynamic algorithm to synthesize a credit score that predicts each user’s ability tosuccessfully repay a loan.

Intro to SONARSonar is a Free and Open Source software for visualizing Code Quality. In this session, I am going toshow Sonar results for OpenMRS, a Java based Open Source Medical Record system - with a demo.The OpenMRS Sonar setup for was done by ThoughtWorks as part of Humanitarian SoftwareProgram voluntary contribution. The take away from this talk will be an understanding of Sonar,and of the various metrics around Code Quality. We also hope to articulate some next steps, tohelp analyze and improve MifosX code base.

Client Impact PortalThe Client Impact Portal is a separate module being built on top of the MIfos X platform to allowallow management and funders of financial inclusion providers to have a granular multi-organizational view in real-time of the social and financial performance of each individual client.This portal will give both internal and external stakeholders real-time visualizations and analysis ofthe impact and financial performance for each client rooted in the client data and historicalinformation captured in Mifos. Funders will finally be able to have a transparent and holistic viewinto the impact of their funding for each individual client. Management will be able to strengthentheir long-term client relationship with the forward-looking insight into the services that they'llneed as they grow over time

The portal is at its very early prototype stages so this will be one of the first looks into it that thecommunity will have of this major initiative we'll be be working on throughout 2014.

Client Protection Principles ToolkitToolkit of sample guides, manuals, documents, policies and procedures to strive towards fulfillingthe client protection principles.

7:30 - 9:00: Dinner Solitaire Room















Day 3 - October 24 (Site Visits)7:00 - 8:00: Breakfast

8:00 - 10:30: Group/Center Meetings Digamber Finance

10:30 - 12:30: Branch Visit Digamber Finance

12:30 - 2:00: Lunch Hotel

2:00 - 4:30: Head Office Visit Digamber Finance

4:30 - 5:00: Reception and Refreshments Digamber Finance

6:30 - 9:00: Community Choice Awards Dinner Solitaire RoomTonight is the night we'll recognize our top MFIs, volunteers, and Specialists from the community.We'll relax and reflect on memories from the past year as we enjoy a local performance unique toJaipur.















Day 4 - October 257:30 - 8:30: Breakfast

8:30 - 9:30 Mobile Education Session: Mobile Money, Mobile Tools for the Client and the MFI Solitaire RoomThis panel is going to cover all things mobile - from mobile banking to data collection in the field tomobile credit scoring and personal financial management via SMS. Leading innovators acrossvarious geographies and technologies will share their insights on how they're catalyzing newopportunities via mobile and show us what's on the horizon and what we can look forward to onthe Mifos X platform. Panelists will include from Sander van der Heyden from Musoni, who helpedto launch the world's first "cashless" MFI completely driven through M-Pesa, Dasami Moodley wholeads up business development in India for InVenture and their mobile credit scoring products, aswell as Pepe Garcia Nieto Sanchez of Fundación Inversión y Cooperación, guiding QMobile at thecenter of their Qloud Inclusión strategy.Panelists:

Sander van der HeydenShivani Siroya - CEO & Founder, InventurePepe García Nieto Sanchez - Fundación Inversión y Cooperación

9:30 - 11:00: Training Session Round 3New UIs and Workflows with a Focus on AngularJS Solitaire Room AA major advantage of the Mifos X platform and its full open restful API is the ability to build outwhatever interface or workflow to suit your needs. You choose the front-end language and leverageeverything in the back-end through the platform. In this session we'll examine various front-endinterfaces with a focus on the AngularJS UI that Nayan has developed as the new defaultcommunity reference app..Speakers:

Nayan Ambali, Pedro

Mifos X Basic Training Part 2 Board Room 1This is a session geared towards first-time implementers and users of Mifos looking for training tounderstand how to conduct a gap analysis and compare your processes against the funcdtionalityfound in Mifos X.Speakers: Ashok

Sales 101: Positioning, Pricing & Pinpointing the Right Market Board Room 2

Craig and Steve both have decades of experience selling enterprise technology solutions for thefinancial services sector. During this interactive workshop targeted towards Specialists, we'll kick offwith a quick course on enterprise sales and market intelligence, and then we'll explore thedynamics of your region to help identify your target market. We'll build on the general platformpositioning to help you uniquely position Mifos X to address local needs and competitive offerings.We'll then discuss the pricing considerations for your market to help you sustainably sell solutionson top of Mifos X. We'll conclude by discussing what global sales support and marketing you'll needfrom the Mifos Initiative to reinforce the product and your role as a Mifos Specialist.

SpeakersEd Cable, Craig Chelius, Steve Thomson

11:00 - 11:15: Morning Coffee & Tea Solitaire Room





Nayan Ambali, Pedro










Nayan Ambali, Pedro






11:15 - 12:30: Training Sessions Round #4Mobile Development Strategy: Hybrid v. Native App Solitaire Room AA common dilemma for mobile application developers is taking the decision to go with a nativeapp or to use a generic hybrid application. What factors help decide which way to go? What arethe real advantages between the two approaches?

After working in the mobile environment we came to the conclusion that the decision factors canbe narrowed down to the development time involved vs. the performance expectation. A hybridapplication is a quick, easy and generic solution when I want to deploy to as many platforms aspossible in as little time as possible. On the other hand, a native app gives provides superior highend performance unmatched by the hybrid approach which can be a business requirement.

Everything else has an alternative approach irrespective of which way you choose to go - that'swhat our talk is going to be about. We will quote real-life examples to indicate how the final battleboils down to "Quick and easy" vs "Fast and complex"Speakers:

Pedro Viegas - ThoughtWorks

Mifos X Basic Training Part 3 (Data Migration) Board Room 1This session will conclude the training for users and Specialists and will focus on some of the datamigration tools available to help in moving to Mifos X.Speakers: Ashok

Data Analytics & Client Insight - Are we making an impact? Board Room 2This demo and interactive Q&A session will feature the management of several leading financialinclusion providers discussing the information they're seeking to capture and analyze to prove theimpact on their clients and to continue adding greater value to their customers. As clients needsevolve and the landscape of financial services shift, MFIs' in-depth knowledge and relationshipwith their client will be critical to enhancing their impact. Funders of financial inclusion want to seemore demonstrable social impact and a more holistic view into the financial livelihoods of theirclients beyond just the capacity to repay a loan. With a cloud-based platform, and the means tobuild any tool to capture data, we have a powerful opportunity in front of us.

We'll start with a demo of the client impact portal being built on Mifos X followed by a Q & Adiscussion on the data they're looking to capture, the new metrics and insight we can analyze, andhow technology and data-driven analysis can shape the sector.Panelists:

Suresh Krishna - Managing Director, Grameen KootaNiranjan Sheelavant - Executive Director, Nirantara

12:30 - 1:30: Exploratory Session Breakout #3 Solitaire RoomAccounting & Internal Control Solitaire Room AOne of the most significant improvements in the Mifos X platform has been the robust integratedaccounting module. Many improvements including support for accrual accounting are on the waybut we still need to source from the community, what might still be needed. As MFIs evolve, wemust identify how far we build out financial accounting within Mifos X versus when we simplymust draw the line and integrate with the best in breed accounting package for your region.Facilitator: Vishwas Babu

Evangelizing Mifos through Local Chapters Solitaire Room BDid you express interesting in becoming a regional champion to launch your local Mifos Chapter?Growing the community worldwide requires taking the interactions in our virtual online





















community and bringing it face to face. This session will be the launch point for our network oflocal Mifos Chapters which you the community will help to lead and incubate in each of yourcorners of the globe. These local chapters will become the hub of the community in each region.We'll discuss and brainstorm the tools you'll need to promote and build awareness of Mifos X,inspire others to join the community, identify new customers and contributors, collaborate andsupport each other, and build out new innovation.

After this session you'll be able to pick up your local chapter starter kits to get you initiated.Facilitator: Ed Cable

Beyond Microfinance Board Room 2While microfinance has proven itself as an effective tool for helping to generate income andsmooth consumption flows, the entire sector realizes that for the most effective povertyalleviation and long-lasting impact, we must go beyond microfinance. Clients need and aredemanding a full suite of financial services to improve the livelihoods of their families. Previously,our legacy software couldn't support little beyond basic group lending and savings.

One of the most exciting frontiers of our new platform is the ability to support the delivery of anyfinancial service. This session we'll collectively explore the various products and services neededby your customers - credit products, deposit products, insurance, payments and transfers,pensions. With this understanding of the requirements we'll prioritize which products we'llsupport next in the platform and where the community can lead efforts to build out these newservices.Facilitator: Craig Chelius

Security Board Room 1You can never do too much to ensure the privacy, security, and integrity of the personal andfinancial data of your clients. We have already built out a number of first-class security measuresand new workflows in the Mifos X platform but we will constantly be providing more protectionagainst internal and external threats to secure this data. In this session, we'll explore the featuresour platform must support, the protocols you must take to secure your network, as well as theprocesses amongst your staff to protect your client data.

1:30 - 2:30 Lunch & Summit FeedbackThe Mifos Summit is an annual global event that will rotate to a new international location eachyear. Feedback is fundamental so we can continue to improve and you can help us select wherethe Summit will be in 2014. We'll do a brief verbal feedback session over lunch and circulatesummit evaluation forms for you to fill out before the day's complete.

2:30 - 3:30: Exploratory Session Breakout #4Which flavor of financial inclusion do you practice? (UI Session) Board Room 1From Grameen-style joint-liability groups to Self Help Groups, from Village Banks to CommunalBanking, From SACCOs to Credit Uninos, From ROSCAs to ASCAs, there are many different flavorsand unique processes and methodologies for financial inclusion. Through the core and newworkflows in the API, we want to ensure our platform seamlessly supports these methodologiesand whatever hybrid approaches in between.

This will be a hands-on exploratory session as walk through the current UI and productconfigurations to identify the gaps in supporting these various methodologiesFacilitator: Nayan

















Offline Solitaire Room ANo matter how fast connectivity grows and how far mobile penetration extends, having some typeof offline connectivity is a must for our platform. For users of Mifos to serve the most far-reachingpopulations in need and keep their staff connected with timely and accurate information, we mustfinally have options for using Mifos in times of intermittent or non-existent connectivity. Manypartial projects and offline prototypes have been created in the past - we'll revisit these efforts,hone in on key learnings and then focus in on the specific offline needs to identify both the shortand long-term product and platform enhancements to finally have an offline Mifos.Facilitator: Sander/Vishwas

Regulated Banking Board Room 1As MFIs evolve and grow to better serve their clients, we recognize that at some point their needsmay surpass what we can offer in the Mifos X platform. We'll discuss what the pathway totransformation looks for an MFI, what it means to be regulated, and what are the must-havefeatures that Mifos X must support to be a viable solution for a regulated financial servicesprovider.Facilitator: Steve Thomson

User-Driven Products & Services (Appropriate Product Design)This session will explore how we can use the data within Mifos X to design appropriate productsand services that are driven by and responsive to user needs

3:30 - 4:00: Closing Remarks and Summit Wrapup Solitaire Room Solitaire RoomWe'll conclude the 2013 Mifos Summit with a summary of the key findings, next steps, best wishesfor a productive year, and safe journeys home for all our guests.


14:30 - 16:00 Expert Sessions Round 3Client Protection Principles Training Part 3 Board Room 1To conclude the Client Protection Principles Training, Hema Bansal, India Manager, for the SmartCampaign will lead an in-depth session on the principles chosen for further examination duringDay 2.Speaker:

Hema Bansal - India Manager, Smart Campaign

Keeping your Customers Happy: Best Practices on Account Management Solitaire Room BImplementing Mifos X is a major project that requires the shared buy-in across all levels of theorganization. To ensure the technology is smoothly adopted and the value of the platformmaximized, processes must be optimized and commitment must be secured from management ondown. In this session, we'll collectively share best practices on account and project management toensure that for any technology project from start to finish, your customer is satisfied and youcontinue to deliver results.Speakers: Steve, Zayyad

4:15 - 5:00: Closing Keynote Solitaire RoomA distinguished guest will conclude the summit with an inspiring talk about the potential, we theMifos community have to catalyze more client-driven responsible financial inclusion through theMifos X platform.



















Documents

Mifos X Strategic Positioning and Market Adoption …summit.openmf.org/Mifos-Summit-Agenda.pdfMifos X Training: Getting to know the Basics Board Room 1 This is a session geared towards